top of page

About

WA_1769614299510(1).png

Turning Numbers Into Opportunity

MacKenzie began her financial services career as an advisor at Ameriprise, finding her love for the business and all it can do to help everyday people meet their full financial potential. After 7 years at Ameriprise, she moved on to JP Morgan Chase and Principal before coming to join Nasdaq.  She is known for wanting to understand how all the various aspects of the business work together, and has taken on roles in sales leadership, wholesaling, and marketing as well as tackling special projects in research, analytics, and website development.

MacKenzie worked her way through college, earning a bachelor’s degree in economics, working in accounting and auditing. She often says if there aren’t numbers involved, she has no idea what to do. She’s earned her Series 7, Series 24, Life/Health license, CRPC designation, Digital Marketing certificate from Google, and the Women in Leadership Certificate from Cornell University.

MacKenzie lives is Roseville, CA (the midway point between San Francisco and Lake Tahoe) with her husband and 3 daughters. She enjoys cooking, reading, and gardening. She’s a total geek, as evidenced by multiple trips to San Diego ComicCon, and holds a brown belt in martial arts.

bottom of page